Customer Service Representative (REMOTE)

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.

Equitable is looking for a Customer Service Representative (CSR) to join our Individual Retirement team. As a CSR, you will be the front line of support for our clients, delivering timely, accurate, and high-quality service for a range of insurance products—including those influenced by financial market performance. In this dynamic role, you’ll handle a variety of inbound phone inquiries, guide customers through complex processes, and collaborate closely with Floor Support when needed. Success in this position requires strong multitasking skills, confidence navigating multiple systems, and the ability to quickly learn and apply a variety of procedures—all while providing a seamless and positive customer experience.

What You’ll Be Doing

• Answer an average of 45-55 inbound calls per day, ranging from simple requests to market sensitive complex inquiries from Clients and Financial Professionals

• Deliver exceptional customer service while adhering to Attendance guidelines, Quality, Productivity, Availability, ACW, and Adherence goals established by the department.

• This position requires active participation and successful completion of customer service training and other training to remain current with operational policies, new products and procedures.

Shifts can vary Monday through Thursday between 8:15 AM – 7 PM and Friday 8:15 AM – 5:30 PM. Work schedule will be determined periodically and may fluctuate daily within the hours of operation.

This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8:30 AM–5:30 PM EST). Periodic office visits may be requested based on business needs.

The base salary for this position is $45,760. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program